Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

Barclays PLC, founded in 1690 by goldsmith bankers in London, is a British multinational financial institution headquartered in London, operating as one of the world’s oldest banks with a significant presence in investment banking, retail banking, and wealth management. Managing billions in assets, Barclays serves millions of customers globally through its retail arm (notably in the UK) and its investment banking division, which excels in trading, mergers and acquisitions, and capital markets, competing with Wall Street giants. The bank has navigated challenges like the 2008 financial crisis—opting for private funding over a government bailout—and has since focused on restructuring, digital innovation, and sustainable finance initiatives. With a rich history and a modern global footprint, Barclays remains a key player in both UK and international financial markets.

This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220B
AUM Growth
+$17.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,725
New
Increased
Reduced
Closed

Top Buys

1 +$3.67B
2 +$1.5B
3 +$1.38B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.27B
5
MA icon
Mastercard
MA
+$1.1B

Sector Composition

1 Technology 28.23%
2 Financials 14.76%
3 Consumer Discretionary 11.75%
4 Healthcare 8.96%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$2.6M ﹤0.01%
32,666
-9,041
1827
$2.6M ﹤0.01%
22,161
-7,065
1828
$2.6M ﹤0.01%
66,578
-14,740
1829
$2.6M ﹤0.01%
53,215
-6,004
1830
$2.6M ﹤0.01%
890,144
-72,408
1831
$2.6M ﹤0.01%
36,827
-8,251
1832
$2.6M ﹤0.01%
23,429
-7,220
1833
$2.59M ﹤0.01%
151,541
-158,789
1834
$2.58M ﹤0.01%
72,486
+3,526
1835
$2.56M ﹤0.01%
161,990
-6,650
1836
$2.55M ﹤0.01%
143,042
-45,297
1837
$2.55M ﹤0.01%
894,214
+28,858
1838
$2.55M ﹤0.01%
149,455
+77,640
1839
$2.54M ﹤0.01%
81,578
-19,183
1840
$2.54M ﹤0.01%
63,553
-25,273
1841
$2.54M ﹤0.01%
194,492
-35,724
1842
$2.54M ﹤0.01%
144,552
+11,817
1843
$2.54M ﹤0.01%
13,758
+6,675
1844
$2.53M ﹤0.01%
9,511
-2,112
1845
$2.53M ﹤0.01%
58,556
-23,863
1846
$2.53M ﹤0.01%
14,834
-4,719
1847
$2.52M ﹤0.01%
59,327
-24,202
1848
$2.51M ﹤0.01%
19,734
-10,538
1849
$2.5M ﹤0.01%
161,241
-55,724
1850
$2.5M ﹤0.01%
133,891
-44,233